See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,312 | $117,983+75.7% | $101,794+103.7% | $142,382+45.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.32% | 36.92%-21.6pp | 30.53%-15.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $6,632 | $2,773+139.2% | $2,289+189.8% | $4,299+54.3% |
| Participant deferral / active EE | $17,789 | $4,714+277.4% | $4,084+335.6% | $6,507+173.4% |
| Admin fee / account holder | $148 | $10,433-98.6% | $8,777-98.3% | $12,624-98.8% |